Westphal Jeffery's Form 4 filing
Vertex, Inc. (VERX) · filed Jul 5, 2023
- Accession no.
- 0001104659-23-078336
- Filed
- Jul 5, 2023
- Trade date
- Jun 30, 2023
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions. Open-market sales total $11.6M. It was filed 5 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Westphal JefferyCIK 0001818851 | 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jun 30, 2023 | Class A Common Stock | SSaleDisposed | −600,000 | $19.07 | −$11,442,000 | 5,909,379 | Indirect | |
| Jun 30, 2023 | Class A Common Stock | SSaleDisposed | −8,798 | $19.92F1 | −$175,256.16 | 1,301,202 | Indirect |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.90 to $19.94.
Referenced by the price of 1 transaction in Table I.